AAM Financial Planning and Investments, LLC

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AAM Financial Planning and Investments, LLC AAM is a fiduciary financial planning and investment firm. Financial Planning and Investment Services

Charitable giving can be a meaningful part of your year-end financial plan—and timing matters.To be considered for the c...
11/02/2026

Charitable giving can be a meaningful part of your year-end financial plan—and timing matters.

To be considered for the current tax year, gifts to qualified charitable organizations generally need to be completed by December 31. Whether you are making a direct donation or contributing through a charitable fund, it is helpful to plan ahead and keep thorough records.

At AAM Financial Planning and Investments, we help clients consider how charitable giving may fit into their broader financial planning, tax planning, and long-term goals. Be sure to retain donation receipts and acknowledgment letters for your records.

If you would like to discuss charitable giving as part of your financial plan, our Grandville, MI team is here to help.

Investment strategy isn’t about finding a perfect answer. It’s about building an approach you can stick with. Understand...
10/31/2026

Investment strategy isn’t about finding a perfect answer. It’s about building an approach you can stick with.

Understanding your comfort level with risk can play a critical role in how portfolios are built, adjusted, and maintained over time. This quick quiz helps bring that into focus.

Get started here: https://aamllc.com/risk-tolerance-quiz

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax ...
10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.

The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://aamllc.com/insights/blog/8-tax-planning-considerations-every-pre-retiree-should-know

Halloween is on a Saturday this year, and our team at AAM Financial Planning and Investments hopes you have a fun and sa...
10/30/2026

Halloween is on a Saturday this year, and our team at AAM Financial Planning and Investments hopes you have a fun and safe weekend.

Whether you are trick-or-treating, handing out candy, or enjoying a spooky movie at home, we hope the weekend brings plenty of memorable moments.

As you enjoy the season, remember that our team is here to provide clear, fiduciary-focused guidance for your financial planning, investment management, retirement planning, tax planning, and estate planning needs.

Have a happy Halloween from our Grandville, MI team! 🎃

10/29/2026

When it comes to retirement planning, timing is everything! A Roth conversion may be a smart move when you're in a lower tax bracket or want to avoid future RMDs. 💰 🔒

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN y...
10/28/2026

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN your business.

They’re the ones who can help you position your business for growth while also planning for a successful and profitable exit when you're ready to step away.

Ready to build that team for yourself? See who should be on it: https://aamllc.com/insights/blog/the-essential-team-every-small-business-owner-should-build

Whether college is years away or coming up fast, paying for it takes planning. Our quick College Readiness Quiz can help...
10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://aamllc.com/college-readiness-quiz/

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdr...
10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://aamllc.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

Address

4555 Wilson Avenue SW, Ste 4
Grandville, MI
49418

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+16165315220

Website

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